WealthRatio

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WealthRatio replied to the Jim Royal board. 5:48 PM

Re: Wfc p/b 0.65

Thanks everyone!

The sectors at dire valuation are most REITS, banks, industrials snd fossil fuels. These haven't been this cheap in a long while. Not including consumer discretionary retail here.

Fossil fuels may have seen [more]

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WealthRatio replied to the Jim Royal board. 12:45 PM

Re: Wfc p/b 0.65

Book value is closer to $40 than $32.5 as per morning star

Can you explain how your are getting 32.5?

Anurag

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WealthRatio posted to the Jim Royal board. 10:27 AM

Wfc p/b 0.65

Worth more dead than alive?

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WealthRatio replied to the Jim Royal board. 10:24 AM

Re: BIG NEWS

Can't wait to lay my hands on it..

Anurag

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WealthRatio posted to the Jim Royal board. 12:55 PM

REITS - FRT, O, STOR and ROIC

Even if we assume the covid mess to last Jan 2022, some of these solid reits with good balance sheets and business case may do well. The valuations on EBITDAC metric - earnings before EBITDA and corona - seem surreal. Besides oil, this may be the [more]

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WealthRatio replied to the Jim Royal board. 10:59 PM

Re: TFSL - good reentry point?

Any idea how did they do in 2008 over MBS? I thought they were quite conservative

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WealthRatio replied to the Jim Royal board. 7:42 PM

Re: TFSL - good reentry point?

If i recall righy, Jim has said they are over capitalized. How resilient would they be for various loan defaults?

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WealthRatio posted to the Jim Royal board. 5:58 PM

TFSL - good reentry point?

$12.8 now

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WealthRatio replied to the Jim Royal board. 2:08 AM

Re: TFSL - still a good investment?

Thanks Jim and David

I will sell.

I have always been this as a poorly run bank and capital gains was my only play with this but rest of the market way outperformed this one on cap gains.It is a small percentage of my portfolio as a [more]

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WealthRatio posted to the Jim Royal board. 11:56 AM

TFSL - still a good investment?

Hi Jim
Does it still has a good capital gains potential ahead?
Thx
Anurag